Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Aa Financial Advisors, LLC

$464 Billion
Q2 2025

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 14,366 shares of SCHD stock, worth $390,467. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,366

Previous 13,230 8.59%

Holding current value

$390,467

Previous $370 Million 2.92%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$24.32 - $27.87 $27,627 - $31,660	1,136 Added 8.59%	14,366 $381 Million
Q1 2025 Apr 17, 2025	SELL	$27.01 - $28.54 $100,855 - $106,568	-3,734 Reduced 22.01%	13,230 $370 Million
Q4 2024 Jan 23, 2025	BUY	$26.93 - $84.95 $305,655 - $964,182	11,350 Added 202.17%	16,964 $463 Million
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $89,574 - $98,924	1,163 Added 26.13%	5,614 $475 Million
Q2 2024 Jul 16, 2024	BUY	$75.81 - $80.15 $53,673 - $56,746	708 Added 18.92%	4,451 $346 Million
Q1 2024 May 03, 2024	BUY	$75.25 - $80.63 $69,681 - $74,663	926 Added 32.87%	3,743 $302 Million
Q4 2023 Apr 02, 2024	BUY	$66.9 - $76.32 $188,457 - $214,993	2,817 New	2,817 $214 Million

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History